account_balance
Investment manager · 13F filer · SEC CIK 1965005
Estuary Capital Management LP
Reported value$589Mas of Jun 30, 2026
Positions21 11 new, 12 sold out
Top 10 weight65%GPN alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GPN
Global Pmts INC
6.8%Added
ICFI
Icf Intl INC
6.7%Added
OWL
Blue Owl Capital INC
6.6%Added
ARES
Ares Management Corporation
6.6%Added
AAP
Advance Auto Parts INC
6.5%Trimmed
DG
Dollar Gen Corp
6.4%New
MSFT
Microsoft Corp
6.4%Added
CACI
Caci Intl INC
6.3%New
CPNG
Coupang INC
6.2%New
DLTR
Dollar Tree INC
6.2%New
11 others
35.4%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed